Revenue Operations and AI for Growing B2B Teams

A Revenue Engine Your Whole Team Can Trust

Growing B2B teams outgrow their revenue systems before they notice. We fix the systems and get them ready for AI, sized to what you need, so your team can sell, forecast, and scale with confidence.

The patchwork stack

Growth Breaks Systems Built One Tool at a Time

Each tool gets added for a good reason and owns a slice of the customer. Then the CRM, marketing automation, and billing start to disagree, reports take days, and leaders spend their week defending numbers instead of leading. You cannot automate chaos, and AI will not fix it either.

Q3 pipeline, according to…

Illustrative
  • CRM$4.2M
  • Marketing automation$5.1M
  • Finance spreadsheet$3.6M
Three systems, three answers. Which one goes to the board?

What it costs when nothing changes

  • New sales hires ramp on data nobody trusts.
  • The forecast misses in front of the board.
  • Tool spend keeps growing while adoption falls.
  • A new RevOps hire spends their first quarter just finding the problems.
  • The next raise or exit diligence exposes the gaps.

What It Looks Like When the Systems Work

  • One number the whole leadership team trusts.
  • A forecast that holds.
  • Systems that carry the next twenty hires.
  • Leaders back to leading, and a team that owns its stack.
  • Board meetings without hedging.

Built by Someone Who Has Sat in Your Seat

The systems that worked at ten reps tend to break at thirty, and it happens fast. Jordan Rogers has spent 15 years in revenue operations, including Thumbtack while the sales team grew from 4 to 93 reps.

15 years
in revenue operations
4 to 93
Thumbtack sales team growth while Jordan was there
PE & VC
firms send us most of our engagements

We do not just hand over a plan. We build it, and you own everything we build. No proprietary platform, no black box.

Three Steps to a Revenue Engine You Can Trust

1

30 minutes

Talk

A 30-minute call to look for where revenue is leaking.

2

Fixed scope

Map

A short, fixed-scope audit and a 90-day plan, sized to what you need.

3

Until you own it

Build

We implement the fixes: a CRM or AI implementation, analytics and reporting, or fractional RevOps until your team owns it.

The work is sized to the need, and you own every system and document we build.

AI readiness assessment

Know Where AI Will Pay Off Before You Spend on It

Your board wants an AI plan, every vendor is selling one, and your team is already experimenting on its own. AI runs on your revenue data and processes, so it scales whatever is there, good or bad. The assessment shows which use cases are ready now, which need a data fix first, and which to skip.

We assess four areas

  • Data quality

    Are the records AI will read complete, deduplicated, and trusted?

  • Systems

    Do CRM, marketing, and billing share data cleanly enough to automate?

  • Process

    Is the workflow defined well enough to hand part of it to a machine?

  • Team

    Who will own, review, and improve what AI produces?

Data and process readiness →Revenue impact →PILOT NOWFIX DATA FIRSTQUICK WINSSKIP FOR NOWCall notes to CRMLead routingForecast assistChurn risk alertsEmail draftsCustom model build
Illustrative example: use cases ranked by impact and readiness. Every company’s matrix is different.

You leave with

  • Where you stand in each of the four areas
  • Use cases ranked by revenue impact and feasibility
  • Guardrails for data access and output review
  • An ROI measurement plan, so every pilot has a scoreboard

Need to know how a named competitor actually makes money?

One company. One report. Battle cards your team can use. A briefing that ends with the next move. $5,000–$7,500.

Name the competitor

2-minute self-assessment

Where Does Your RevOps Function Actually Stand?

Answer 5 questions about how your team actually operates today, and see where you land on our 5-level maturity model, from Reactive to World-Class.

  1. 1Reactive
  2. 2Emerging
  3. 3Established
  4. 4Advanced
  5. 5World-Class
Take the Assessment

Ready for One Number Everyone Trusts?

Book a 30-minute call. We will look for where revenue is leaking and what it would take to fix it.

Book a 30-Minute Call